Miranda O'keefe is a registered investment advisor at 15 Wealth Advisors LLC, based in Houston, TX, with 29 years of industry experience. Miranda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 687 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The stated 2.00% is a maximum ceiling. Most clients pay between 1.00% and 1.50% annually. Fees are negotiable.
Fee Estimator
Location
24 Greenway Plaza, Ste 1800-O, Houston, TX, 77046
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Miranda operates her LPL business through Gradepoint Financial Group LLC, dedicating full-time hours to it. She also has a business entity, Wealth Fusion Inc, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
15 Wealth Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Tsfg, LLC
LPL Financial LLC
TD Ameritrade Clearing, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Invesco Advisers, INC.
Invesco Capital Markets, INC.Broker
Invesco Distributors, INC.Broker
Vanguard Marketing CorporationBroker
Fiserv Securities, INC.Broker
Fiserv Investor Services, INC.Broker
Tradestar Investments,inc.Broker
American General Securities IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Bradley Bruna, ChFC15 Wealth Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.